SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 558 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 2.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,369,000 | -3.5% | 94,255 | +0.7% | 1.03% | -6.6% |
| Q2 2019 | $2,456,000 | +6.2% | 93,603 | +5.3% | 1.10% | +4.5% |
| Q1 2019 | $2,313,000 | +36.0% | 88,920 | +23.0% | 1.06% | +3.5% |
| Q4 2018 | $1,701,000 | -23.2% | 72,272 | -16.1% | 1.02% | -18.9% |
| Q3 2018 | $2,214,000 | -54.6% | 86,131 | -54.3% | 1.26% | -49.0% |
| Q2 2018 | $4,881,000 | -7.8% | 188,522 | +2.2% | 2.47% | -11.9% |
| Q1 2018 | $5,294,000 | +8.5% | 184,462 | +5.6% | 2.80% | +12.4% |
| Q4 2017 | $4,880,000 | +4.3% | 174,661 | +0.5% | 2.49% | -2.0% |
| Q3 2017 | $4,678,000 | -11.3% | 173,854 | -18.1% | 2.55% | -17.9% |
| Q2 2017 | $5,273,000 | +9.0% | 212,196 | +5.2% | 3.10% | +0.6% |
| Q1 2017 | $4,837,000 | +226.6% | 201,775 | +193.8% | 3.08% | +186.9% |
| Q4 2016 | $1,481,000 | – | 68,675 | – | 1.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hamilton Capital, LLC | 2,310,263 | $60,090,000 | 27.06% |
| VALENTINE VENTURES LLC | 988,729 | $25,717,000 | 26.55% |
| COOPER/HAIMS ADVISORS, LLC | 750,775 | $19,528,000 | 12.44% |
| B & T Capital Management DBA Alpha Capital Management | 1,143,931 | $29,754,000 | 11.70% |
| Bogart Wealth, LLC | 900,138 | $23,412,000 | 11.29% |
| TOTAL INVESTMENT MANAGEMENT INC | 1,784,548 | $44,400,000 | 10.68% |
| Live Your Vision, LLC | 990,115 | $26,634,000 | 8.08% |
| APPLETON GROUP, LLC | 311,295 | $8,097,000 | 7.80% |
| Northwest Capital Management Inc | 229,443 | $5,967,000 | 7.20% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 375,890 | $9,777,000 | 6.87% |